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Ready-to-Go Folios: Personal Finance Growth Folio

Strategy Folios | All Folios

Objective

This folio is designed for investors seeking long-term capital growth and stability. Please review the investment information at www.pfnewsletter.com to ensure that this folio meets your investment objectives now and as your investing goals change over time.

Strategy

The Personal Finance Growth folio seeks long-term growth by holding a mix of top performing large-cap stocks and mid-cap stocks with solid growth prospects in a variety of sectors. The stocks in this folio are chosen and weighted based on Personal Finance’s proprietary analysis. If a selected security is not available on the Folio Investing brokerage platform, then the portfolio is reallocated among the other securities in the folio.

Last Updated: April 19, 2018

Category: Strategy
Inception Date: 2011-08-08 00:00:00.0
Date Funded: 2012-10-09*

  Folio S&P 500
One Month 0.6% -0.74%
Three Month -5.87% -3.7%
Year to Date -0.43% 1.3%
One Year 12.68% 16.58%
Three year
(Annualized)
6.9% 11.27%
Five Year
(Annualized)
9.13% 13.95%
Since Inception 10.57% N/A
1 Year Volatility 14.07% 12.12%

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1AAPLapple inc com4.54%
2ATROastronics corp4.54%
3BBYbest buy inc4.54%
4BHPbhp ltd adr4.54%
5CRTOcriteo s a spons ads4.54%
6CVXchevron corp new4.54%
7CXcemex s a adr 5 ord4.54%
8DALdelta air lines inc del new4.54%
9DFSdiscover finl svcs com4.54%
10EMNeastman chem co4.54%
11HIMXhimax technologies inc sponsored adr4.55%
12HONhoneywell intl inc4.55%
13IBMinternational business machs4.55%
14JNJjohnson & johnson4.55%
15MPCmarathon pete corp com4.55%
16MSFTmicrosoft corp4.55%
17TGTtarget corp4.55%
18TOTtotal s a adr4.55%
19TTMtata mtrs ltd adr4.55%
20WBAwalgreens boots alliance inc new4.55%
21WDCwestern digital corp4.55%
22XRXxerox corp4.55%

Steps to Create This Folio

  1. The folio was created using Personal Finance’s proprietary investment methodology. It invests in a variety of stocks in almost all market sectors.
  2. Personal Finance selects the stocks based on its proprietary investment selection criteria.
  3. Securities were then weighted by Personal Finance through proprietary target allocation by sector. The folio then invests equally in selected assets within each sector. Weightings and holdings may occasionally change over time as published in Personal Finance.

Number of Securities

Number of securities in the folio may vary, but will generally be between 20 and 30.

Update Frequency

The Personal Finance Growth folio will be updated after changes are published in the Personal Finance newsletter or related alerts. If no other changes had been made during a year, then the portfolio would generally be rebalanced to the target security weights at least annually. Also, corporate actions, such as a merger, or other events may cause the underlying holdings to change at any time.

If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.